
1 - 1 employees
πΈ Finance
πΌ Consulting
Finance β’ Consulting
Work From Home (Bein Ohana Agency) is a financial advisory and planning firm that focuses on helping families and entrepreneurs achieve financial independence. The agency offers tailored strategies emphasizing tax-free retirement options, savings, investments, and estate planning, and provides entrepreneurial advising to help business owners access capital and maintain control of their finances. Their services center on personalized plans aimed at long-term growth, debt reduction, and security.
π₯ 1 minute ago
πΊπΈ United States β Remote
β° Full Time
π‘ Mid-level
π Senior
π§βπΌ Account Executive
π» Ghost score 15%
Where this job comes from
Posted on Work From Home's careers page, not through a job board
First seen by Remote Rocketship 1 minute ago

1 - 1 employees
πΈ Finance
πΌ Consulting
Finance β’ Consulting
Work From Home (Bein Ohana Agency) is a financial advisory and planning firm that focuses on helping families and entrepreneurs achieve financial independence. The agency offers tailored strategies emphasizing tax-free retirement options, savings, investments, and estate planning, and provides entrepreneurial advising to help business owners access capital and maintain control of their finances. Their services center on personalized plans aimed at long-term growth, debt reduction, and security.
β’ Sell insurance products and services remotely β’ Collaborate with team members through the sales platform β’ Share insights and work with colleagues to close deals β’ Access and update customer information in CRM systems β’ Track leads and manage the sales pipeline β’ Monitor sales performance metrics through the analytics dashboard β’ Use data-driven decisions to improve productivity and exceed targets β’ Participate in training programs, live face-to-face sessions, and webinars β’ Connect with industry experts and participate in mentorship β’ Engage with a community of remote sales professionals β’ Work from a chosen location, including home, a co-working space, or other locations β’ Engage with customers according to insurance needs in selected geographic areas
β’ United States-based role β’ Sales experience is welcomed, but the posting states the opportunity is also suitable for people just starting their career β’ Ability to use customer relationship management (CRM) systems β’ Ability to track leads and manage a sales pipeline β’ Ability to monitor sales metrics and make data-driven decisions β’ Ability to follow and implement the training and sales system β’ Ability to engage with the lead system β’ Life/Health Insurance License is not required at application; candidates without one can obtain it through an online study course in 7β10 days β’ Success depends on the work invested, ability to follow the training and sales system, engagement with the lead system, and insurance needs in chosen geographic areas
β’ Life insurance β’ Vision insurance β’ Dental insurance β’ Prescription card β’ Health insurance β’ Accidental insurance β’ Cancer insurance β’ Critical illness insurance β’ Short-term disability insurance β’ Equity earnings β’ Bonuses β’ Comprehensive training programs β’ Live face-to-face training and webinars β’ Mentorship program β’ Virtual or local support β’ Flexible work location β’ Work-life balance support
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